得利斯公告称，近期获与收益相关政府补助3800万元，占最近一个会计年度经审计归属于上市公司股东 净利润绝对值的112.85%。截至公告披露日，补助款未收到。公司初步判断补助与收益相关，将计入当 期收益，具体会计处理及对公司损益的影响以会计师年度审计确认结果为准。公司会按监管要求披露后 续收款情况，提醒投资者注意风险。 ...

Core Viewpoint - The article highlights the recognition of Delisi Group's Chairman Zheng Simin for his contributions to quality transformation and high-quality industrial development, receiving the Shandong Provincial Governor's Quality Award, the highest quality honor established by the Shandong government [1][2]. Group 1: Award Recognition - Delisi Group's Chairman Zheng Simin received the Provincial Governor's Quality Award for his significant contributions to quality transformation and leading high-quality industrial development [1]. - The award is a biennial recognition of the quality governance capabilities and innovative practices of the awarded entities [1]. Group 2: Quality Management Practices - Delisi Group has established a comprehensive traceable system covering the entire industry chain from "feed breeding - ecological farming - scientific slaughter - deep processing - cold chain logistics - terminal services" [1]. - The company has obtained multiple international certifications, including ISO9001 and HACCP, and has set internal control standards that exceed national standards, ensuring food safety [1]. Group 3: Future Plans and Commitments - Delisi Group plans to leverage the award to deepen quality control across the supply chain and establish a quality firewall throughout the entire chain [2]. - The company aims to lead the formulation of national and industry standards for meat products and ready-to-eat dishes, establishing "Delisi Standards" as synonymous with high quality [2]. - Delisi Group will increase R&D investment through recognized national technology centers to promote the transformation of quality technology achievements [2]. - The company is committed to enhancing brand building and integrating into the "Good Products Shandong" initiative to showcase the quality strength of "Shandong Manufacturing" globally [2]. - Delisi Group emphasizes the importance of quality as a core competitive advantage and a social responsibility, with plans to deepen its main business and actively fulfill social responsibilities [2].

Core Viewpoint - The article discusses the transformation journey of the meat product giant Delisi (002330.SZ), highlighting its recent exit from the joint venture with Ding Delisi Sauce Industry, which reflects the company's strategic reassessment in the pre-made food sector [2][10]. Group 1: Company Actions and Changes - Delisi exited its approximately three-year investment in the joint venture Ding Delisi Sauce Industry on the same day the company removed "pre-made food" from its name, indicating a potential shift in strategy [2][10]. - Delisi initially invested 2.5 million yuan for a 25% stake in Ding Delisi Sauce Industry in September 2022, aiming to expand its market presence in the southwest and enhance its competitiveness in pre-made food [3][5]. - The company reported that the investment in Ding Delisi Sauce Industry did not positively impact its operating profits, with losses recorded under equity method accounting [7][9]. Group 2: Financial Performance - Delisi has faced financial difficulties, reporting net losses of 33.997 million yuan and 33.672 million yuan for 2023 and 2024, respectively, with a consistent loss of around 34 million yuan [8]. - Despite a 14.95% year-on-year revenue growth, the net profit for the first three quarters of the year was only 5.4038 million yuan, reflecting an 18.50% decline compared to the previous year [8]. - The company's core business of chilled and frozen meat saw a revenue decline of 1.25% in the first half of the year, with a significant drop of 10.51% in the previous year [15]. Group 3: Strategic Initiatives - Delisi has been exploring various strategies to address its profitability challenges, including partnerships with other companies for product supply and market expansion [16]. - The company announced plans to transfer 11% of its subsidiary's equity to introduce external shareholders, aiming to leverage the capabilities of its new partner in the high-end beef processing and pre-made food sectors [17][18]. - Delisi has also appointed a new vice president with extensive experience in the fast-moving consumer goods and food industries to bring fresh perspectives to its operations [18].

Core Insights - Delisi Group has been awarded the Provincial Quality Award, highlighting its commitment to quality management and product excellence under the leadership of Chairman Zheng Simin [1] Group 1: Quality Management - Delisi has established a comprehensive quality management system, achieving certifications such as ISO9001 and HACCP, ensuring strict control over the entire production process [1] - The company emphasizes that any quality defect in the food industry represents a breach of trust with consumers, reflecting its dedication to quality [1] - Delisi aims to achieve a revenue of 17.7 billion yuan in 2024, successfully reaching its goal of becoming a "billion-dollar enterprise" [1] Group 2: Digital Transformation and Branding - Zheng Simin proactively initiated the establishment of an e-commerce department in 2015, recognizing the potential of digital transformation [2] - The company has embraced live-streaming sales, with Zheng personally engaging with consumers to promote products and brand values [2] - Delisi has launched a new brand image "Good Meat Delisi," incorporating cultural elements to enhance product appeal and value [2] Group 3: Sales Channels and Market Expansion - Delisi is implementing an all-encompassing marketing strategy, achieving a single live-streaming GMV of up to 8.68 million yuan [3] - The company is expanding its physical presence by investing 93 million yuan in a new operational center in Shanghai to enhance market coverage [3] - Delisi has formed partnerships with major B-end players like Sam's Club and Haidilao, creating a more robust marketing network [3] Group 4: Industry Integration and Future Outlook - Delisi adheres to a "trade, industry, and agriculture integration" strategy, establishing a comprehensive green supply chain from farm to table [3] - The company has developed a robust industrial system focusing on pig slaughtering, meat processing, and deep processing of beef products [3] - Under Zheng Simin's leadership, Delisi is poised to evolve into a century-old brand while maintaining its commitment to quality and innovation [3]

Group 1: Hugo Boss Financing - Hugo Boss has successfully signed a €600 million revolving credit agreement to support its upgraded growth strategy "Claim 5 Touchdown" [3] - The syndicated loan was significantly oversubscribed in the market, with interest rate terms linked to ESG sustainability indicators, and has a five-year term with an expansion option [3] - This move replaces Hugo Boss's existing debt, highlighting the capital market's confidence in its long-term development [3] Group 2: Deli Foods Share Transfer - Shandong Deli Foods Co., Ltd. plans to transfer 11% of its wholly-owned subsidiary, Shandong Binteli Foods Co., Ltd., to Feixiong Lingxian Construction Development Co., Ltd. for a total price of RMB 25.3 million [7] - After the transaction, Binteli will change from a wholly-owned subsidiary to a controlled subsidiary, with Deli holding 89% [7] - Binteli specializes in the refined processing and food development of imported beef and has established long-term partnerships with several high-quality clients [7] Group 3: Cuisine Solutions Sale Consideration - Cuisine Solutions, a food supplier for Starbucks, is reportedly considering a sale, having engaged Morgan Stanley and Rothschild & Co. to explore this option [10] - The potential sale could value the private family-owned company at over $2 billion (approximately RMB 14.08 billion) [10] - Bain Capital invested $250 million (approximately RMB 1.76 billion) in 2022 to accelerate the company's development and global expansion [10] Group 4: Burberry and EssilorLuxottica Partnership - EssilorLuxottica and Burberry have successfully renewed their eyewear product development, production, and global distribution licensing agreement for another ten years [13] - This renewal extends their partnership, which began in 2006, until December 31, 2035 [13] - The collaboration aims to continue exploring market opportunities based on shared visions of creativity, craftsmanship, and innovation [13] Group 5: Meituan's Expansion in Brazil - Meituan's international business brand Keeta has officially launched operations in Brazil, starting in São Paulo [16] - Prior to the launch, Keeta conducted a month-long trial operation in Santos and São Vicente to test its technology systems and delivery efficiency [16] - Keeta has registered 27,000 restaurants and 98,000 delivery personnel, forming a local team of approximately 1,200 to support the platform's launch [16] Group 6: Kering's Creative Residency Program - Kering Group has launched the "Kering CRAFT Creative Residency Program" to discover potential future "global-local" Chinese brands [18] - The program spans a year and includes an eight-week mandatory residency module in Europe, along with domestic training activities in collaboration with the Shanghai Fashion Design Association [19] - This initiative aims to foster dialogue on creativity, heritage, and future business models in the luxury industry, supporting the growth of a new generation of creative talent in China [19] Group 7: Levi Strauss Board Appointment - Levi Strauss & Co. has appointed Jeffrey J. Jones II to its board of directors, effective January 21, 2026 [22] - Jones has been the President and CEO of H&R Block since 2017 and will retire from that position by the end of 2025 [22] - The appointment is likely aimed at leveraging his experience in North American retail, digital direct sales, and membership systems [22] Group 8: Coty CEO Transition - Sue Nabi will step down as CEO of Coty, with Markus Strobel temporarily taking over the role and also being appointed as Executive Chairman of the Board [24] - Strobel has extensive experience in the beauty and personal care sectors, having worked at Procter & Gamble for 33 years [24] - Nabi's departure comes at a challenging time for Coty, particularly with the expiration of Gucci's fragrance and beauty licenses [24] Group 9: A.P.C. CEO Appointment - A.P.C. has appointed Stephanie Phair as the new CEO, approved by its major shareholder L Catterton [27] - Phair was previously a senior advisor at L Catterton and has held leadership roles in various fashion companies [27] - Her appointment is expected to drive A.P.C.'s rapid transformation [27]

Group 1 - The core point of the news is that Delisi Foods Co., Ltd. experienced a stock price increase of 5.14%, reaching 5.32 CNY per share, with a trading volume of 114 million CNY and a turnover rate of 3.48%, resulting in a total market capitalization of 3.38 billion CNY [1] - Delisi Foods, established on June 20, 2003, and listed on January 6, 2010, is primarily engaged in pig slaughtering, production, and sales of chilled and frozen meat, as well as low-temperature meat products [1] - The revenue composition of Delisi Foods includes chilled and frozen meat at 41.41%, beef trading at 17.27%, beef series products at 15.03%, low-temperature meat products at 9.84%, frozen prepared products at 8.84%, frozen rice and noodle products at 2.05%, electric steam products at 1.87%, other categories at 1.67%, ready-to-eat snacks at 1.43%, and packaging materials at 0.60% [1] Group 2 - Among the top ten circulating shareholders of Delisi, the Jin Yuan Shun An Fund holds a position, with its fund, Jin Yuan Shun An Yuan Qi Flexible Allocation Mixed Fund (004685), increasing its holdings by 10,500 shares to a total of 2.5105 million shares, representing 0.4% of the circulating shares [2] - The Jin Yuan Shun An Yuan Qi Flexible Allocation Mixed Fund has a current scale of 1.432 billion CNY and has achieved a year-to-date return of 43.71%, ranking 1504 out of 8088 in its category [2] - The fund manager, Miao Weibin, has a tenure of 9 years and 10 days, with the fund's best return during his tenure being 571.99% and the worst return being -28.79% [3]

证券日报网讯12月22日，得利斯（002330）在互动平台回答投资者提问时表示，截至2025年12月20日， 公司股东人数为35095户。 ...

Core Viewpoint - The strategic partnership between Shandong Delisi Food Co., Ltd. and Feixiong Lingxian aims to enhance resource integration and competitive advantages in the beef industry, facilitating the implementation of Delisi's core strategy of "B/C dual-wheel drive and brand value breakthrough" [1][2] Company Summary - Delisi plans to transfer 11% of its wholly-owned subsidiary, Shandong Bindeli Food Co., Ltd., to Feixiong Lingxian for a total price of 25.3 million yuan, changing Bindeli from a wholly-owned subsidiary to a holding subsidiary while still included in Delisi's consolidated financial statements [1] - Bindeli specializes in the refined processing of imported beef and has become a significant supplier in the domestic high-end beef deep processing and prepared food sector, boasting advantages in both production and supply chain [1] - Bindeli has established long-term stable partnerships with high-quality beef suppliers, ensuring the quality and stability of raw material supply, while also having a diverse customer base including Haidilao, Sam's Club, and JD Fresh [1] Industry Summary - The collaboration with Feixiong Lingxian, a leading digital trading platform for imported frozen products, is seen as a strategic upgrade for the entire supply chain, enhancing Bindeli's control over high-end beef sources and optimizing cost structures [2] - The partnership is expected to alleviate resource investment pressures in channel development for Bindeli, allowing for synergy between manufacturing capabilities and channel penetration [2] - This collaboration represents a significant model of deep integration between traditional manufacturing and modern internet technology, which is crucial in the context of increasing competition and digital transformation in the meat processing industry [3] - The cooperation is anticipated to shift industry competition from price-based to comprehensive strength, focusing on manufacturing, innovation, and channel expansion capabilities, thereby promoting high-quality and efficient industry development [3]

公司旗下宾得利专注于进口牛肉的精细化加工与食品开发，现已稳步发展成为国内中高端牛肉深加工及 预制菜领域的重要供应商之一。宾得利在生产端和产业链上下游均具备一定优势。生产端，宾得利拥有 规模化与柔性化生产能力，能满足客户对产品规格、工艺的定制化需求；供应链端，其与上游优质牛肉 供应商建立了长期稳定的合作关系，能够保障原料的品质与供应稳定性，并为成本优化提供空间；客户 端，宾得利拥有海底捞、山姆会员店、京东生鲜、一号店会员店、小牛凯西、ole会员超市等众多优质 客户，同时在C端积累了"品牌动能"，伴随行业成长显现出良好的发展前景。 合作方飞熊领鲜则是一家领先的进口冻品产业互联网数字化交易平台，在供应链整合优化方面具备良好 基础。公告显示，飞熊领鲜以数字化为核心，打通从海外源头工厂到国内消费终端的全产业链条，平台 整合了全球多个国家优质供应商，构建起高效的分销网络，通过SaaS级数智云平台实现供应链数据"四 流合一"，为贸易商、加工厂及终端客户提供集采购、分销、物流、金融、技术于一体的综合解决方 案，持续推动进口冻品行业降本增效与数字化转型。 对得利斯来说，此次战略合作是产业链全流程的协同升级。通过合作，借助飞熊领 ...

Group 1 - The company held its 21st meeting of the sixth board of directors on December 19, 2025, where several resolutions were passed [1][2] - The board approved the exemption of the notification period for the meeting [3] - The board approved the expected daily related transactions for 2026, with a total estimated amount not exceeding 263.5 million yuan [3][18] - The board approved the transfer of 11% equity of its wholly-owned subsidiary, Shandong Binde Li Food Co., Ltd., to Feixiong Lingxian Construction Development Co., Ltd. for a total price of 25.3 million yuan [6][31] - The board appointed Li Fuxian as the vice president with an annual salary of 600,000 yuan, linked to performance assessments [9][47] - The company plans to hold the first extraordinary general meeting of 2026 on January 6, 2026 [12][50] Group 2 - The expected daily related transactions for 2026 involve several related parties, including Zhu Cheng Tong Lu Ren Investment Co., Ltd. and De Li Si Group Co., Ltd., with a total of 61.3 million yuan in similar transactions occurring from January to November 2025 [18][28] - The company’s independent directors reviewed and approved the expected daily related transactions, ensuring no harm to the interests of the company and its shareholders [26][27] - The transfer of equity aims to enhance resource integration and strategic cooperation with Feixiong Lingxian, which is expected to strengthen the company's beef business and improve operational efficiency [41][42]